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Step-by-Step Video Guide for Using AutoSoftWay

New to AutoSoftWay? These video tutorials walk you step by step through using the software. Watch this short guide to learn how to streamline your daily workflow, from vehicle check-ins to final invoicing. It’s everything you need to know to get started in minutes.

Side note: In some videos, you may notice a larger menu layout. The current release has been redesigned with a smaller, more streamlined menu while keeping the same labels and functionality.

Helper

Step-by-step videos that take you through each task from start to finish.

  • Estimates

    From New Estimate to Finished Invoice

    Go from a new estimate to a finished invoice in a few clicks. Create an estimate, add labour and parts, move the job across the Job Board and turn it into an invoice.

  • Clients & vehicles

    Add a New Client and Vehicle from the Estimate

    A new customer walks in? Start the estimate right away. Add a new client and their vehicle without leaving the estimate.

  • Invoices

    Get Your Invoices Ready to Send

    Get your invoices ready to send in a few minutes. Set your tax rates, choose an invoice template, add your shop logo and write your invoice disclaimer.

  • Invoices

    Take Payments and Track Paid Invoices

    Always know who still owes you. Create an invoice, record a payment and follow each invoice’s status (Open, Partial or Paid).

  • Labour guides & labour rates

    Find Labour Times in the Labour Guides

    Find book labour times for any vehicle in seconds. Search the Labour Guides by year, make and model, pick the jobs you need and use them on an estimate.

  • Labour guides & labour rates

    Add Labour Guide Times to an Estimate

    Add accurate book times without leaving the estimate. Open Labour Guides from an estimate, pick the jobs the vehicle needs and add them as labour lines in one click.

  • Appointments & booking

    Book an Appointment for a Returning Customer

    Book a returning customer in under a minute. Create an appointment for a client already in AutoSoftWay: pick the services, technician, vehicle and time, then set up reminders.

  • Digital vehicle inspections

    Build Your Own DVI Template

    Build your own digital vehicle inspection template. Use the DVI Builder to create a template, add groups (sections) and the checklist items your technicians inspect.

  • Digital vehicle inspections

    Create a Digital Vehicle Inspection

    Inspect a vehicle, show the customer what you found and send a professional report. Choose the vehicle and template, rate each item, add notes and photos, and complete the inspection.

  • Digital vehicle inspections

    Build an Inspection Template on Your Phone

    Build your own inspection template right from your phone. Create a template in the ASW DVI app, add a group and the checklist items your technicians inspect.

  • Digital vehicle inspections

    Inspect a Vehicle from Your Phone

    Inspect a vehicle from your phone, rate each item, add notes and photos, and complete the inspection in the ASW DVI app.

Categories

Getting started

The settings to check before your first job.

  • Customize Your Shop with General Settings

Clients & vehicles

Add customers and their vehicles, and scan VINs and plates.

  • Create a New Client in Minutes

  • How to Add a Vehicle

  • Scan VIN Numbers Directly From Your Phone

  • Scan VIN & Plates in Seconds

Appointments & booking

Book appointments, take walk-ins and turn bookings into estimates.

  • Let's Book an Appointment

  • Walk-In Appointments & AI Assistant Booking

  • Create Estimates Instantly from Bookings

Estimates

Build estimates fast, reuse canned jobs, protect your margins and get approval online.

  • Creating an Estimate Made Simple

  • Go Digital, Grow Faster – Build an Estimate

  • Creating an Estimate or Invoice Has Never Been Easier

  • Canned Jobs – No More Time Wasted

  • Parts & Labor Margin

  • Approve Repair Estimates Online

Invoices

Set up your invoices, turn estimates into invoices and send monthly statements.

  • How to Create an Invoice – Step-by-Step Guide

  • From Estimate to Invoice in One Drag

  • Charge Eco Fees Automatically

  • Generate a Statement – Quickly and Effortlessly

Card payments

Pair your 360 terminal, take card payments and see your card reporting.

  • Pair Your 360 Terminal with AutoSoftWay

  • Process a Credit Card Transaction

  • View Your Credit Card Reporting

Digital vehicle inspections

Build inspection templates and run DVIs on the web or from your phone.

  • Let's Do a Digital Vehicle Inspection

  • DVI Inspection

  • Create a Vehicle Inspection Through an Estimate

  • Create a DVI with the Mobile App

  • How to Create a DVI Template and DVI

  • Create Vehicle Inspection Templates in Seconds

  • Add Inspection Items & Templates

  • Create Inspection Damage Reports in Seconds

Labour guides & labour rates

Look up labour times, keep your labour catalog and set your rates.

  • Labour Guides Tutorial

  • How to Use Labor Guides

  • Labour Catalog (Labor List)

  • Set and Manage Labor Rates

Parts ordering

Order parts from your suppliers right from the estimate and track cores.

  • Ordering Parts Just Got Easier

  • Order Parts with PartsTech Through an Estimate

  • Core Tracking

Time tracking

Clock in, track time on work orders and see where the hours go.

  • Clock In & Time Tracking Made Easy

  • Work Order Time Tracking Tool

  • Work Smarter, Not Harder with Time Tracking

Customer communication

Follow-ups, notifications and email tracking that keep customers in the loop.

  • Follow-Ups – Smarter Customer Communication

  • Great Communication = Great Customer Experience

  • Notifications & Email Tracking

  • Stay Instantly Updated with Push Notifications

Mobile app

Run the shop from your phone.

  • Run Your Auto Repair Shop from Anywhere with AutoSoftWay Mobile

  • Create Work Orders in Seconds – Right From Your Phone

Add-ons & new features

Extra modules and recent releases.

  • Mobile Mechanic – Help That Comes to You

  • Quick Lube Is Now Live

  • New in AutoSoftWay

  • New Feature Alert

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